BLOG : Send SMS to Assignment Group from Major Incident using Flow and Twilio

BharatC
Tera Contributor

I implemented this using UI Action + Flow Designer Subflow + Custom Action + Twilio integration

Usecase: ->A Major Incident is raised->An on-call coordinator clicks a “Send SMS” button->All members of the Assignment Group receive an SMS instantly.

 

Step 1: UI Action on Major Incident Form

visibility: active=true and major incident state = accepted

From UI action call subflow and pass incident record and assignment group

Step 2: Subflow

1. Retrieves all active users from the Assignment Group
2. Filters users with a valid mobile number
3. Loops through each user
4. Calls a custom Flow Designer Action to send SMS

 

Step3: Custom Action for Integrating with Twilio

 

I have attached all the screenshots 

 

 

 

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